Sam Donaldson, JD, LL.M., A.E.P. I Professor of Law, Georgia State University College of Law

1 CFP, CPA, CIMA CE

One of the highlights of this year’s symposium will be our keynote presenter, Samuel A. Donaldson, a nationally renowned speaker and Professor of Law at Georgia State University. With a wealth of experience in estate planning and taxation, Professor Donaldson has received accolades for his exceptional teaching and contributions to the field. He is an esteemed Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and has authored significant works in tax law and estate planning.

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws.

Participants will be able to: (1) explain recent developments in the federal income, estate, and gift tax laws to their clients; (2) assess how recent developments in the federal income, estate, and gift tax laws impact the financial and estate planning objectives of their clients; and (3) recommend successful modifications to existing plans in light of recent developments in the federal income, estate, and gift tax laws.

About Sam Donaldson

Samuel A. Donaldson, J.D., LL.M. (Taxation), A.E.P. (Distinguished), is a Professor of Law at Georgia State University in Atlanta, where he teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle for 13 years, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He has won seven “professor of the year” awards from three different law schools.

He is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. He currently serves as the Tax Editor for the Probate Practice Reporter, a monthly publication from the University of South Carolina School of Law. Among his scholarly works, Professor Donaldson is a co-author of the popular law school textbook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.